Submit an HCSA or PSA Claim

1. On the Navigation Bar, select Claims and Benefits.

2. In the Spending Accounts section, select Health Care Spending Account or Personal Spending Account.

3. Select a Claim type and an Expense type.

4. Select Continue to provider search and enter the provider details.

5. Select Continue to expense details.

6. On the Expense details page, enter the name of the person the claim is for and fill in the additional details.

7. Select Review and submit claim.

8. Review the claim information and select the Legal checkbox.

9. Select Submit Claim.

Once you submit your claim you will be brought to one of three pages:

• If your claim is being processed you will be directed to a Claim Complete page where your expenses will say In progress, as it is manually reviewed.

• If your claim has been submitted successfully you will be directed to the Claim Complete page where your expenses will say Processed.

• If your claim has been denied you will be directed to the Claim Complete page, but your expenses will say Denied, with an explanation of the problem.

Create a Healthcare or Personal Spending Account Claim on the mobile app

1. Navigate to the Claims screen, and select Submit a claim.

2. Select who you are submitting the claim for, and select Continue.

3. Select what the claim is for, also known as the Claim type. Use the search function to search for Health Care Spending or Personal Spending Account.

4. Enter the relevant information related to your claim when prompted.

5. On the Review and Submit Claim page, review the information you have entered, then select Submit Claim.

6. Read over the Terms and Conditions and select Accept Terms and Submit Claim.

7. Select Done.